Documents

MineralDesk provides comprehensive document management capabilities designed specifically for oil & gas investments.

Overview

The document management system helps you organize, process, and extract data from your oil & gas related documents including royalty statements, lease agreements, and production reports.

Key Features

Document Upload

• Drag & Drop Interface: Easily upload multiple documents at once
• Batch Processing: Handle large volumes of documents efficiently
• File Type Support: PDF, images, and text documents

Document Organization

• Folder Structure: Organize documents by operator, well, or property
• Search & Filter: Quick search across all document content
• Tagging System: Custom tags for easy categorization

Data Extraction

• AI-Powered Processing: Automatically extract key data from royalty statements
• JSON Output: Structured data extraction for analysis
• Manual Review: Verify and correct extracted data

Document Preview

• In-Browser Viewing: Preview documents without downloading
• Embedded JSON Viewer: View extracted data alongside original documents
• Annotation Tools: Add notes and comments to documents

Getting Started

1. Navigate to the Documents section in your workspace
2. Create folders to organize your documents
3. Upload your first documents using drag & drop
4. Review extracted data and make any necessary corrections

Document Types

Royalty Statements

Process monthly royalty statements from operators to track your revenue.

Lease Agreements

Store and organize your lease documents and amendments.

Production Reports

Track production data and well performance reports.

Tax Documents

Organize tax-related documents including 1099s and depletion schedules.

Best Practices

• Consistent Naming: Use consistent file naming conventions
• Regular Organization: Keep documents organized in appropriate folders
• Data Verification: Always verify extracted data for accuracy
• Backup: Keep original documents as backup before processing

For detailed instructions on specific document management tasks, see the guides below.